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Function documentationFree Products in Trade Promotions Locate this document in the navigation structure

 

You use this function to offer rebates in the form of free products within a trade promotion. If a customer reaches a certain amount of revenue or sells a certain quantity of products within a predefined period of time, the customer receives an agreed amount of free products. The corresponding billing documents form the basis for cumulating the quantities or amounts.

A free sales order containing the free products as order items is generated for the delivery of the free products. Unlike free goods, the free products are not delivered or invoiced together with the products ordered.

By assigning an individual account, account hierarchy, or target group, you can control which customers receive these special conditions.

You can define free products as being either valid for individual products or valid for all products in a trade promotion.

Integration

This function is integrated with CRM rebate processing.

Prerequisites

You have performed the following tasks:

  • Defined a planning profile group that allows the creation of free products (plan type Free Goods and Product-Independent Free Goods).

    Make sure that the planning profile of the planning profile group is suitable for the planning of free goods across multiple sales orders. To do so, in Customizing for Customer Relationship Management (CRM), choose   Customer Relationship Management   Trade Promotion Management   Key Figure Planning   Define Planning Profile Groups  .

  • Maintained the Customizing settings for condition generation.

    To do so, in Customizing for Customer Relationship Management (CRM), choose   Customer Relationship Management   Trade Promotion Management   Trade Promotions   Condition Maintenance  .

  • Activated the Free-Goods Rebates function.

    To do this, go to Customizing for Customer Relationship Management (CRM) and choose   Customer Relationship Management   Rebate Processing   Configure Application  .

  • Defined a condition type for which the indicator Cond. Type FrGds has been selected.

    To do this, go to Customizing for Customer Relationship Management (CRM) and choose   Customer Relationship Management   Rebate Processing   Set Up Rebate Determination   Create Condition Types  .

  • Defined a rebate profile and assigned it to the object type Marketing Project: Trade Promotion Management (TPM).

    To do this, go to Customizing for Customer Relationship Management (CRM) and choose   Customer Relationship Management   Rebate Processing   Rebate Profiles   Assign Rebate Profile  .

Activities

  1. Plan your trade promotion. To do this, enter the general data (type, planning profile group, planning account, and dates) and assign the required products, free products, accounts or target groups.

  2. Under Volumes and Trade Spends Planning, you define the volumes and amounts that need to be reached as well as the quantity of free products. You also trigger the condition generation.

  3. You release the trade promotion, thus generating campaign determination records.

  4. If a sales order containing one of the trade promotion products is generated by one of the accounts participating in the trade promotion within the promotion time period, the system assigns the trade promotion automatically.

  5. After the billing document has been generated for the sales order, the billing request amounts are cumulated in the rebate due list.

  6. You trigger the rebate settlement from the rebate due list. The system generates a settlement document and forwards it to Accounting. Once the document has been confirmed by Accounting, the system automatically creates a free sales order containing the free products as items.